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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $259,295 | $138,114+87.7% | $125,391+106.8% | $134,545+92.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.99% | 750.88%-760.9pp | 572.41%-582.4pp | 418.37%-428.4pp |
| Employer contribution / active EE | $9,742 | $5,246+85.7% | $4,816+102.3% | $4,742+105.5% |
| Participant deferral / active EE | $10,188 | $7,801+30.6% | $7,448+36.8% | $6,401+59.2% |
| Admin fee / account holder | $17,987 | $11,570+55.5% | $10,009+79.7% | $11,431+57.4% |